Let's Connect Today! Discover how we can ensure a prosperous tomorrow. Name * First Name Last Name Email * Cell Phone * (###) ### #### Alternate Phone (###) ### #### Best time of day to reach you? * Mornings Midday (12-5) Evenings Time Zone * Eastern Central Mountain Pacific Alaska Hawaii How may we be of service? * Please select ALL that apply Business Continuation Planning Buy-Sell Funding / Planning Executive Compensation Planning Employee Benefits Planning Setting Up and Managing 401(k) Legacy & Estate Tax Planning Real Estate Liquidation Planning Exit Strategy Planning Charitable Planning Tax Strategy Key Employee Retention Divorce / Other Asset Protection Retirement Income Planning Foundational Financial Planning Something Else Business Income * What is your business' current revenue? I don't have a business Under $500,000 $500,001 - $1,000,000 $1,000,001 - $10,000,000 $10,000,001 - $50,000,000 More than $50,000,000 Household Income * What is your gross annual household income? Under $250,000 Between $250k-$750k Over $750,000 Investable Assets * How much have you saved and/or invested so far? Under $250k $250k - $1-million $1,000,001 - $5-million $5,000,001 - $10-million $10,000,001 - $50-million Over $50,000,000 Liabilities * Does anyone hold claim over your assets, estate, or income? My business and I are debt free My business has debt but I am debt free My business is debt free but I have debt My business and I have debt Planning You've Already Done: * Select ALL that apply I have done some planning I have done extensive planning I have not done any planning I need to update my plan Anything else on your mind? Message received. Jimmy Ray will be in touch soon.Thank you!